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Elevance Health
ELV

Overview Fund Activity

1,364 hedge funds and large institutions have $98.3B invested in Elevance Health in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 427 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+156
Holders Change %
+12.91%
% of All Funds
21.07%
Holding in Top 10
51
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+59.38%
% of All Funds
0.79%
New
238
Increased
427
Reduced
447
Closed
58
Calls
$586M
Puts
$719M
Net Calls
-$133M
Net Calls Change
-$178M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$481M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$272M
3
DZ Bank
DZ Bank
Germany
+$254M
4
TPI
Tesco Pension Investment
United Kingdom
+$221M
5
Capital International Investors
Capital International Investors
California
+$203M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$470M
2
VVP
Vulcan Value Partners
Alabama
-$436M
3
UBS AM
UBS AM
Illinois
-$280M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$159M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBB
876
Citizens Business Bank
California
$514K +$3.71K +8 +0.7%
MWM
877
Mission Wealth Management
California
$513K -$11.6K -25 -2%
Dodge & Cox
878
Dodge & Cox
California
$510K – – –
FNBOH
879
First National Bank of Hutchinson
Kansas
$510K +$259K +559 +103%
CIM
880
CIM Investment Management
Pennsylvania
$509K -$9.28K -20 -2%
CAM
881
Campion Asset Management
Virginia
$508K – – –
KWM
882
Kingsview Wealth Management
Oregon
$508K +$23.2K +50 +5%
JWCA
883
J.W. Coons Advisors
Ohio
$507K – – –
BFA
884
Beaumont Financial Advisors
Massachusetts
$506K +$11.6K +25 +2%
OWM
885
OneAscent Wealth Management
Alabama
$503K +$503K +1,085 New
GA
886
GraniteShares Advisors
New York
$502K +$502K +1,085 New
HSA
887
HBK Sorce Advisory
Pennsylvania
$496K – – –
JWCA
888
J.W. Cole Advisors
Florida
$494K +$1.86K +4 +0.4%
CHP
889
Cable Hill Partners
Oregon
$491K +$25.5K +55 +5%
TF
890
Trek Financial
Arizona
$490K -$125K -269 -20%
EWM
891
Evercore Wealth Management
New York
$487K -$13.9K -30 -3%
BWCS
892
Beirne Wealth Consulting Services
Connecticut
$487K – – –
CBT
893
Central Bank & Trust
Kentucky
$486K -$32K -69 -6%
AT
894
American Trust
Kentucky
$485K +$485K +1,046 New
AWP
895
Ascent Wealth Partners
New York
$484K -$464 -1 -0.1%
FB
896
Fulton Bank
Pennsylvania
$484K – – –
GWM
897
GSB Wealth Management
Connecticut
$484K +$484K +1,044 New
TNBTD
898
Trustmark National Bank Trust Department
Mississippi
$482K – – –
BHBT
899
Burke & Herbert Bank & Trust
Virginia
$482K – – –
LFAS
900
Level Four Advisory Services
Texas
$480K -$45.9K -99 -9%
34 35
36
37 38